Growth + Exit

Stephen Goldberg, CVA, is the Managing Partner of Sun Business Valuations, a boutique firm specializing in valuations and exit-strategy advisory for privately held, middle-market companies. With over 30 years of M&A and business valuation experience, he has overseen more than 250 company sales and provided valuation consulting to over 1,000 clients nationwide. Stephen is a frequent lecturer and writer on M&A and business valuation ...

Kevin Fleming is a Partner at Newport LLC, a business advisory firm helping middle-market companies grow and exit. He is also a Chief Financial Officer and board member at ThinkBio.AI, an AI technology enablement firm. Previously, Kevin was the President and Turnaround Executive Leader at Paradigm, a full risk-bearing accountable care organization specializing in catastrophic injury and chronic pain management cases. Under his lead...

Kyle Marinkovich is the Founder and CEO of Northern Diversified Solutions, which specializes in hemp-derived functional specialty ingredients and emulsions. Before founding Northern Diversified Solutions, he held leadership roles at Cargill, Inc., where he focused on commercial development of food-ingredient solutions. With over two decades of experience in ingredient science, Kyle serves on Minnesota's cannabis advisory council an...

Whitney Opperman is the General Manager of Opperman & Son, Inc., a fourth-generation family-owned dealership that provides new and used heavy trucks, trailers, parts, and repair services. She joined the business in 2013 as an inside sales rep focused on new equipment before leading daily operations. Whitney's leadership emphasizes the company's core values of quality, service, and integrity.

In this episode…

Running a mult...

Kelly Schrad is the Founder and Chairman of DataVizion, a managed IT solutions and cybersecurity firm. He is also the CEO of CapStone Technologies, LLC, and has spent more than 25 years building technology-driven businesses. As the Owner and Senior Advisor of The Owner's Advisory, Kelly also supports business owners in value-building and exit planning.

In this episode…

Founders often struggle to grow their companies while ...

Anand Basu is the Managing Partner of QRKY, an advanced multimedia QR creation software. Previously, he was the Senior Vice President of ICF, a leading global solutions and technology provider that acquired  ESAC, where he served as President. Anand has experience in technology, informatics, and public health.

In this episode…

Many entrepreneurs excel in the technical aspects of their business, yet struggle when scaling te...

Tom Carney is the CEO of Royal Basket Trucks, a leading producer of carts, trucks, and containers. Under his leadership, the company has grown into a multimillion-dollar enterprise. Before Royal Basket Trucks, Tom worked at Deloitte & Touche in tax management and served as the Vice President, Secretary, and Treasurer at Fluid Management.

In this episode…

Lasting business growth and impact don't come from luck or timing but...

Matt Vuckov is the Co-founder and CEO of TalentCraft, a recruiting firm focused on placing technical, engineering, and life sciences talent. With over 14 years of expertise in talent acquisition and workforce solutions, he's built TalentCraft's reputation for delivering high-quality candidates to organizations undergoing digital transformation. He is also the US Staffing Leaders Founding Member at TALiNT Partners, a global network ...

Stephen Brent May is the Co-founder and Chief Strategist at One Foot Over, a digital agency that delivers strategy-led marketing for B2B tech companies. He is also the President-Elect of the Professional Chapters Council at the American Marketing Association. With over 17 years of experience in marketing and communications, Stephen held leadership roles in hospitality marketing and served as the Marketing Product Owner at cPanel. H...

RJ Blake, CPA, is the President and CEO of Blake Willson Group (BWG), a veteran-owned CPA firm providing professional and technology solutions to federal defense, intelligence, and civilian agencies. As a combat veteran, he has experience with Big Four audits and advisory practices. Before Blake Willson Group, RJ served as a team leader in the US Army's 10th Mountain Division, where he led counterinsurgency operations in Afghanista...

Tim Hohman is the Co-founder and CEO of CodeCargo, an AI-powered workflow automation tool for GitHub. He is also the Co-founder and former CEO of BoxBoat Technologies, a DevOps and container services firm that was acquired by IBM in 2021. Before BoxBoat, Tim founded Triad Technology Partners and held leadership roles at IBM, BMC, Oracle, and Ariba.

In this episode…

Scaling a business often comes with painful lessons, like ...

Mohammad Elias is the Founder, CEO, and Chairman of RELI Group, a government contracting firm. With over two decades of experience in federal IT and strategic program delivery, he held senior roles at CMS, where he led efforts to implement mission-critical programs and modernize health IT systems. Mohammad also co-founded the Elias & Sultana Foundation, which supports underserved communities through grants for food, shelter, and ed...

Jody Jankovsky is the Founder and CEO of Blackline, a strategic technology partner for small- and medium-sized businesses. Under his leadership, Blackline was recognized twice on the Inc. fastest-growing companies list. With over 45 years of experience in business and technology, Jody created the Technology Intelligence (TQ) framework to help organizations regain control over their technology. He also speaks about AI, technology st...

Kevin Fleming is a Partner at Newport LLC, a business advisory firm helping middle-market companies grow and exit. He is also a Chief Financial Officer and board member at ThinkBio.AI, an AI technology enablement firm. With experience as a CEO and President of middle-market companies, Kevin has held leadership roles at Ernst and Young, Paradigm Management Services, and Loyale Healthcare, working with Fortune 500 companies.

In t...

Lisa Mascolo is the CEO of Voyatek, a public sector technology firm. With over 30 years of experience in IT leadership, she has held senior roles at IBM, where she led the U.S. Public Service business unit and was a Founding Partner at Accenture, where she managed major federal government accounts. Lisa is also a board member for educational nonprofits and organizations supporting the advancement of women and disadvantaged individu...

Kevin Poole is the CEO of Newport LLC, a business advisory firm helping middle-market companies grow and exit. He specializes in selling and delivering consulting services and technology-based solutions to Fortune 500 and middle-market companies. With over 30 years of experience, Kevin has held senior leadership roles at General Electric and served as a senior partner at Ernst & Young and Capgemini, where he led major advisory prac...

Eric Brown is the Founder and CEO of GO2 Delivery, a courier company specializing in same-day, carbon-neutral logistics for healthcare, B2B, and B2C companies. With over 27 years of experience in the fulfillment and delivery industry, he founded Fulfilltopia, an e-commerce pick and pack fulfillment center, where he managed operations for 12 years. Eric is also the Founder and CEO of Deliver Local, an e-commerce platform enabling re...

Danguole Altman is the President and CEO of Cx Precision Medicine, which develops AI-driven tests to improve the diagnosis and treatment of neurodegenerative diseases. She is also a Partner at Newport LLC. With experience founding, leading, and growing innovative life science and healthcare services companies, Danguole founded Vapogenix, a non-opioid pain therapeutics firm, and co-founded FemPartners, a women's healthcare services ...

Allison Cummins is the Founder and CEO of Blue Outcomes, an IT consulting firm specializing in outsourced project and change management. Her leadership has positioned Blue Outcomes as a trusted partner for organizations seeking strategic growth and transformation. As a seasoned project manager and Scrum Master certified advisor, Allison implements complex ERP systems for midsize to large companies.

In this episode…

Many bu...